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VADFX vs VSTSX
VADFX vs VSTSX Comparison
Open Charts VADFX vs VSTSX
Invesco Equally-Wtd S&P 500 R6
Price$67.91
Change+$1.03 (+1.54%)
VolumeN/A
Net Assets6.09B
Vanguard Total Stock Mkt Idx Instl Sel
Price$251.05
Change+$4.37 (+1.77%)
VolumeN/A
Net Assets1.7T
VADFX vs VSTSX Comparison Chart
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VADFX vs. VSTSX commentary
Apr 12, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is VADFX is a Hold and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. VADFX (6.09B). VADFX pays higher dividends than VSTSX: VADFX (1.65) vs VSTSX (1.37). VADFX was incepted earlier than VSTSX: VADFX (13 years) vs VSTSX (9 years). VADFX (0.18) is less costly to investors than VSTSX (0.01). VADFX is a more actively managed with annual turnover of: 22.00 vs. VSTSX (2.00). VADFX has a lower initial minimum investment than VSTSX: VADFX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 0.33 vs. VADFX (-7.82). VSTSX return over 5 years is better than : 85.48 vs. VADFX (37.81).
| VADFX | VSTSX | VADFX / VSTSX | |
| Total Expense Ratio | 0.18 | 0.01 | 1,800% |
| Annual Report Gross Expense Ratio | 0.18 | 0.01 | 1,800% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | -8.409 | -11.142 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.09B | 1.7T | 0% |
| Annual Yield % from dividends | 1.65 | 1.37 | 121% |
| Returns for 1 year | -7.82 | 0.33 | -2,389% |
| Returns for 3 years | -8.04 | 17.09 | -47% |
| Returns for 5 years | 37.81 | 85.48 | 44% |
| Returns for 10 years | 48.04 | N/A | - |